Senior Financial Planning Analyst

Wolters Kluwer-posted 3 months ago
Full-time • Mid Level
Hybrid • Phoenix, AZ
Publishing Industries
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Wolters Kluwer is a global provider of professional information, software solutions, and services for finance, tax & accounting, risk, compliance, healthcare, CSG, and regulatory sectors. Within our Enterprise Finance function, we provide deep domain knowledge to make things simple, better, and efficient across the enterprise by strengthening Wolters Kluwer's Digital DNA, reducing costs, and enhancing the delivery of centralized services. As a Sr Financial Planning Analyst, you will be focused on analysis across various dimensions such as Public Cloud, Software, Hardware, End Users Related Consumption, Projects, and more. This pivotal role requires seamless support and collaboration with Finance Managers & Sr Leadership and other key stakeholders, including Global Business Services (GBS) Technology, Digital eXperience Group (*x/dxg), Business Relationship Manager (BRM), Business Operations teams, and Global WK Divisions. Generate and present monthly financial reporting, analysis, month-end close, annual budgeting, and three-year strategic plan.

  • Work with multiple stakeholders across Global Business Services (GBS) Technology, Digital eXperience Group (*x/dxg), Business Relationship Manager (BRM), and Business Operations teams and Global WK Divisions to develop and assess the impact of key strategic initiatives
  • Provide financial insight and analysis into our key operational areas
  • Create and present monthly financial reporting, analysis, month-end close, annual budgeting, and three-year strategy plan
  • Prepare forecasts and evaluate corresponding efficiencies, productivity, and other initiatives as applicable
  • Participate in the monthly financial closing process via submission of accruals and other necessary journal entries
  • Understand business issues and advise on business policy, resource allocation, and business operations to improve financial performance
  • A minimum of five years of finance experience, including financial analysis, forecasting, and modeling; experience in the software or IT industry preferred
  • Bachelor's degree from an accredited college or university
  • Experience interacting with and presenting to senior leadership
  • Exceptional analytical insight and the ability to tailor complex messages to the appropriate audience in a collaborative manner
  • Strong analytical and communication skills
  • Advanced Excel formula knowledge with the ability to handle large data set
  • Variance analysis of project results and actual results
  • Proficient with Microsoft Office Suite applications, including Word, Excel, and Outlook
  • Experience with SAP and planning/reporting software such as Hyperion, Tagetik, Essbase, and PBCS preferred
  • Diversity Matters: Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy.
  • Employees recognized us as a European Diversity Leader in the Financial Times.
  • Forbes America's Best Employers for Diversity in 2022, 2021, and 2020.
  • Forbes America's Best Employers for Women in 2021, 2020, 2019, and 2018.
  • In 2020, we placed third in the Female Board Index and were recognized by the European Women on Boards Gender Diversity Index.
  • Our well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous.
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